Conifer Management’s Stellantis STLA Stock Holding History

Conifer Management’s Portfolio STLA Stock Details STLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-2,807,761	Closed	-$36.6M	–	6
2024 Q4	$36.6M	Sell	2,807,761 -6,192,239	-69%	-$82.2M	4.72%	5
2024 Q3	$126M	Buy	9,000,000 +1,880,000	+26%	+$32M	14.47%	4
2024 Q2	$141M	Hold	7,120,000	–	–	17.33%	4
2024 Q1	$201M	Sell	7,120,000 -6,880,000	-49%	-$171M	22.24%	3
2023 Q4	$326M	Hold	14,000,000	–	–	31.7%	1
2023 Q3	$268M	Sell	14,000,000 -1,000,000	-7%	-$18.7M	30.19%	1
2023 Q2	$263M	Hold	15,000,000	–	–	28.87%	1
2023 Q1	$273M	Sell	15,000,000 -2,200,031	-13%	-$36.7M	32.75%	1
2022 Q4	$244M	Sell	17,200,031 -799,969	-4%	-$11.1M	29.71%	1
2022 Q3	$213M	Buy	18,000,000 +1,200,000	+7%	+$16.1M	30.31%	1
2022 Q2	$208M	Buy	16,800,000 +2,000,000	+14%	+$28.3M	31.37%	2
2022 Q1	$241M	Hold	14,800,000	–	–	27.59%	2
2021 Q4	$278M	Hold	14,800,000	–	–	19.44%	1
2021 Q3	$283M	Sell	14,800,000 -1,040,000	-7%	-$20.6M	19.53%	1
2021 Q2	$312M	Sell	15,840,000 -2,160,000	-12%	-$40.6M	21.06%	2
2021 Q1	$320M	Sell	18,000,000 -6,000,000	-25%	-$101M	19.68%	2
2020 Q4	$434M	Sell	24,000,000 -4,000,000	-14%	-$59M	26.33%	1
2020 Q3	$342M	Hold	28,000,000	–	–	23.96%	1
2020 Q2	$287M	Hold	28,000,000	–	–	19.81%	1
2020 Q1	$201M	Hold	28,000,000	–	–	15.85%	2
2019 Q4	$411M	Buy	+28,000,000	New	+$405M	19.69%	2

Other funds holding STLA

Bpifrance Maisons Alfort, Cedex, France $1.65B AUM 19.85% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Conifer Management's STLA Position: Q1 2025 in Review

Conifer Management sold out of Stellantis (STLA) in Q1 2025, closing a stake of 2,807,761 shares — an estimated $36.6M sold.

Conifer Management first reported a position in STLA in Q4 2019 and held it in 21 quarters. The position peaked at $434M in Q4 2020. 392 funds tracked by Wall St. Rank hold STLA as of Q1 2025.

Conifer Management reported no remaining Stellantis position as of Q1 2025 after selling out during the quarter.
Conifer Management sold 2,807,761 Stellantis shares in Q1 2025, an estimated $36.6M.
Conifer Management first reported a position in Stellantis in Q4 2019 and held it in 21 quarters.
Conifer Management's Stellantis position peaked at $434M in Q4 2020.
392 funds tracked by Wall St. Rank held Stellantis as of Q1 2025.

Based on Conifer Management's 13F filing for Q1 2025, filed 15 May 2025.